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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $539,557 | $154,228+249.8% | $145,433+271.0% | $137,256+293.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.41% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,569 | $4,804-25.7% | $4,554-21.6% | $4,156-14.1% |
| Participant deferral / active EE | $19,801 | $8,216+141.0% | $7,897+150.7% | $6,407+209.1% |
| Admin fee / account holder | $10,594 | $14,344-26.1% | $13,129-19.3% | $12,270-13.7% |